How Do I Get A Copy Of A Trust Agreement

If you know who the editorial lawyer was, you may be able to contact them and ask for an additional copy. But if the lawyer is dead or retired, you can go to a wild goose hunt to find out where the files were transferred. If you still do not get a response, hire a lawyer in the county who managed the agent`s trust or residence. File a petition with the attorney`s home court. A lawyer can apply by telephone and file the correct documents. Lawyers are often more successful in finding people and documents than non-lawyers. If the agent has not fully funded the trust prior to death and an estate procedure is required, the personal representative named in the trustmaker`s desire to water must receive a copy of the trust. The agent and the personal representative must not be the same person or institution, and they must understand how they should work together to settle the estate. If the agent does not respond, ask the estate court for a copy of the living trust. This too must be written. Include your relationship with the deceased, as well as all previous attempts to obtain a copy and by whom. You have 60 days to give you the documents after they send a written message, and if they refuse to do so, then you can file your petition in court and ask the court to provide them with the documents.

So it`s another great way to simply use that language, write it down in an email, a letter, a text, no matter how you communicate, and pass it on to the attorney. You don`t need to use this specific language if you don`t want to, but it`s a good example of a language you can use and you`re cordially asked to copy that language and use it yourself to get a copy of your trust or will document. Ask the previous accountant. Taxpayers should have copies of trust/testament contracts on their permanent file. Now let`s talk about getting a copy of a trust. Trust works the same way, except trusts are generally not sent to the regional court as Wills is. We therefore begin with the Probate Code Section 16060.7, and this means that, at the request of a beneficiary, the agent makes the conditions of trust available to the beneficiary, unless the agent is not required to make the terms of Section 16069 available to the Trust. Well, you can take a look at 16069, it explicitly says that it does not apply if the position of trust is revocable and that it does not apply if the agent and the beneficiary are the same person. But other than that, it`s still the case.